Matthew Avery Email & Phone Number
Operations Manager @ Pinnacle Plan Design
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Matthew Avery Location
- Leesburg, VA, US
Matthew Avery Work
- 2026 - now Operations Manager @
- 2015 - now Director of Business Operations @
- 2024 - 2026 Director of Business Operations @
- 2022 - 2024 Director, Retirement Plan Services @
- 2015 - 2022 Director of Corporate Development @
- 2014 - 2015 Manager, Administrative Services @
- 2013 - 2014 Technical Plan Documents Specialist @
- 2008 - 2013 Senior Trust Officer, Vice President, CTFA @
- 2008 - 2010 AVP, Trust Administrator @
- 2005 - 2008 Payroll Coordinator @
- 2008 - 2013 VP, Director of Client Services @ Wilson/Bennett Capital Management, Inc.
Matthew Avery Education
- Jack Welch Management Institute
Master of Business Administration (M.B.A.) (Business Administration and Management, General)
2015 - 2016 - University of Maryland Global Campus
BS (Legal Studies)
2005 - 2009 - College of Southern MD
AAS (Paralegal Studies)
2003 - 2005
Matthew Avery Skills
- 401k Plan Design
- Management
- ERISA
- Investments
- Regulatory Compliance
- Securities
- Trusts
- Employee Benefits
- Wealth Management
- Portfolio Management
- Financial Analysis
- Strategic Financial Planning
- Risk Management
- Customer Service
- Microsoft Office
- Team Management
- Series 65
- Series 7
- Defined Contribution
- Real Estate
- Fixed Income
- Finance
- Credit Risk
- 401k
- Investment Strategies
- Retirement Planning
- Asset Allocation
- Banking
- Small Business Lending
- 401(k) Retirement Savings Plans
- Insurance
- Financial Services
- Services
- 401 Retirement Savings Plans
Matthew Avery Summary
- Matthew Avery, based in Leesburg, VA, US, is currently a Operations Manager at Pinnacle Plan Design. Matthew Avery brings experience from previous roles at RBMuha, xScion Solutions, Definiti LLC and Retirement Planners and Administrators. Matthew Avery holds a 2015 - 2016 Master of Business Administration (M.B.A.) in Business Administration and Management, General @ Jack Welch Management Institute. With a robust skill set that includes 401k Plan Design, Management, ERISA, Investments, Regulatory Compliance and more. Matthew Avery has 4 emails and 4 mobile phone numbers on RocketReach.
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